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Building Your Comprehensive Financial Plan

Building Your Comprehensive Financial Plan

Our mission is to help you form a harmonious relationship between your goals and investments.  During the first 12 months we will utilize our 8-step financial planning process to resolve your most pressing concerns, create your Financial Plan, and ensure that it is properly implemented.   Depending on your needs and complexity we could meet anywhere from 4 to 8 times in the first year.  However,  there is no meeting limit and we will meet  as often as necessary during your initial year to ensure your Financial Plan is built & implemented successfully and  all relevant financial planning issues are addressed.

Click the following to read more about the comprehensive financial planning issues we may cover during your first year and beyond:  Planning Issues.

Our meetings will be held in person or virtually depending on your preference.  In addition, we are always available by email, phone, or text to answer any questions you might have.

 On-Going Planning

After the initial year we will meet anywhere from 1 to 4 times per year to update your Financial Plan and to make any necessary adjustments as your circumstances change.   The actual number of times that we meet annually will vary from year to year based entirely on your specific needs.  Some years we may meet every month and other years we might just have one annual update meeting.